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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
| DC | RA | APPROVED | 2024-05-09 |
| OR | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington Dc | DC | 08/2012 | 09/2023 |
| Morgan Stanley | Washington | DC | 04/2024 | Present |
| Peace Corps | Washington Dc | DC | 09/2023 | 01/2024 |
| Unemployed | Bay Harbor Islands | FL | 01/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-30 |
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